§ 13F · FUND PROFILE
Benchmark Financial Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $332M (13F)Positions · 124Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 1.07M | $27M | 7.3% | −4% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 40K | $26M | 7.3% | −13% |
| 3 | VTI | VANGUARD INDEX FDS | 80K | $26M | 7.1% | −6% |
| 4 | DBND | DOUBLELINE ETF TRUST | 522K | $24M | 6.6% | +6% |
| 5 | ITOT | ISHARES TR | 120K | $17M | 4.7% | −2% |
| 6 | IVV | ISHARES TR | 19K | $13M | 3.5% | +48% |
| 7 | COWZ | PACER FDS TR | 193K | $12M | 3.3% | −9% |
| 8 | MUNI | PIMCO ETF TR | 227K | $12M | 3.3% | +63% |
| 9 | NVDA | NVIDIA CORPORATION | 66K | $12M | 3.2% | −7% |
| 10 | IWY | ISHARES TR | 41K | $10M | 2.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHMARK SIGNAL
AC read
Benchmark Financial Wealth Advisors, LLC is a Other fund managing $332 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed